Tax Intern

Jobtailor; Columbia (MD); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor in Columbia, MD is seeking an entry-level Tax Associate to prepare federal, state, and local returns for individuals and small businesses. You will organize client financial data, input information in tax software, and assist senior staff with research and planning.

Ideal candidates are pursuing an accounting or finance degree, with a 3.0+ GPA, CPA/EA licensure pursuit, and a willingness to travel as needed. The role emphasizes accuracy, compliance, and client communication.

Qualifications

• 0–1 year of relevant experience.
• Pursuing a degree in accounting, finance, or a related field.
• Cumulative GPA of 3.0 or higher.
• Actively pursuing CPA or Enrolled Agent licensure or relevant certification.
• Responsible for completing the minimum CPE credit requirement.

Responsibilities

• Prepare federal, state, and local tax returns for individuals and entities.
• Organize and review client-provided financial information for accuracy and completeness.
• Use tax software to input data and calculate tax liabilities, deductions, and credits.
• Conduct tax research and apply relevant tax laws and guidelines.
• Analyze financial statements and documentation to identify opportunities and compliance issues.
• Assist with tax projections and estimates.
• Communicate with clients to gather information and address inquiries.
• Explain tax concepts and implications to clients.
• Provide timely updates and recommendations to clients with internal teams.
• Ensure accurate and timely tax filing and compliance with regulations and deadlines.
• Maintain organized tax files and documentation.
• Track changes in tax laws and regulations and assess impact on clients.
• Collaborate with tax professionals and support senior team members on complex tax projects.
• Participate in internal training sessions.
• Travel as required by client needs.

Skills

Tax Return Preparation

Tax Research

Financial Statement Analysis

Tax Projections

Data Input and Calculation

Compliance with Tax Regulations

Client Communication

Organizing Financial Information

Identifying Tax-Saving Opportunities

Maintaining Tax Documentation

Education

CPA

Enrolled Agent Licensure

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

• Prepare business and individual federal, state, and local tax returns
• Assist with tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information for accuracy and completeness
• Use tax software and tools to input data and calculate tax liabilities, deductions, and credits
• Conduct tax research and apply relevant tax laws, regulations, and guidelines
• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
• Assist with tax projections and estimates
• Communicate with clients to gather information and address tax-related inquiries
• Explain tax concepts and implications to clients
• Provide timely updates and recommendations to clients with internal teams
• Ensure accurate and timely tax filing and compliance with regulations and deadlines
• Maintain organized tax files and documentation
• Track changes in tax laws and regulations and assess their impact on clients
• Collaborate with tax professionals and support senior team members on complex tax projects, audits, and specialized tax services
• Participate in internal training sessions
• Travel as required by client needs

Requirements

• 0–1 year of relevant experience
• Currently enrolled at an accredited college/university pursuing a degree in accounting, finance, or a related field
• High School Diploma or GED or High School equivalent certificate
• Cumulative GPA of 3.0 or higher
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement
• Proficiency with CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research
• Must be able to sit for prolonged periods and work in front of a computer screen
• Must be able to lift up to 15 pounds at a time
• Ability to travel frequently and unpredictably depending on client needs

Core Competencies

Demonstrates proficiency in preparing federal, state, and local tax returns while ensuring compliance with relevant tax laws and regulations. Capable of analyzing financial information to identify tax-saving opportunities and effectively communicating tax concepts to clients.

Highest-signal resume keywords

• Tax Return Preparation
• Tax Research
• CCH Prosystem FX
• CPA or Enrolled Agent Licensure
• Financial Statement Analysis

ATS Optimization Keywords

Hard Skills

• Tax Return Preparation
• Tax Research
• Financial Statement Analysis
• Tax Projections
• Data Input and Calculation
• Compliance with Tax Regulations
• Client Communication
• Organizing Financial Information
• Identifying Tax-Saving Opportunities
• Maintaining Tax Documentation

Soft Skills

• Effective Communication
• Attention to Detail
• Organizational Skills
• Client Relationship Management
• Team Collaboration

Certifications & Qualifications

• CPA
• Enrolled Agent Licensure
• CPE Credit Requirement

Industry Keywords

• Tax Compliance
• Tax Liabilities
• Deductions
• Credits
• Financial Records
• Tax Regulations
• Client Inquiries
• Tax Filing
• Accredited College/University
• Accounting Degree

Tools & Technologies

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research